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Ronald Blue & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ronald Blue & Co’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1.28M Buy
+10,219
New +$1.26M 0.04% 60
2016
Q4 		– Sell
-2,500
Closed -$344K – 248
2016
Q3 		$344K Buy
+2,500
New +$347K 0.01% 134

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ronald Blue & Co's TLT Position: Q2 2017 in Review

Ronald Blue & Co opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2017: 10,219 shares worth $1.28M. The stake represents 0.04% of the portfolio and ranks #60 among its holdings. This is a return to the name: Ronald Blue & Co previously reported a position in TLT as recently as Q3 2016.

Ronald Blue & Co first reported a position in TLT in Q3 2016 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold TLT as of Q2 2017.

  • Ronald Blue & Co held 10,219 shares of iShares 20+ Year Treasury Bond ETF worth $1.28M as of Q2 2017.
  • iShares 20+ Year Treasury Bond ETF was a new Ronald Blue & Co position in Q2 2017.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Ronald Blue & Co's portfolio in Q2 2017, its #60 holding.
  • Ronald Blue & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.